Matthew
Kolenich
Clearstead; Hartland & Co., LLC
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About this Advisor
Matthew Kolenich is a financial advisor operating out of Cleveland, Ohio. Kolenich works at Clearstead; Hartland & Co., LLC. During their career, the advisor has held roles at Chapman & Chapman Advisors LLC, Chapman & Chapman, Inc, Nfp Securities Inc, Usi Consulting Group, Inc, Usi Advisors, Inc, Usi Securities, Clearstead and Kestra Financial Services, Inc. Kolenich maintains a Series 63 license, certifying them as a securities broker, and is registered to advise clients in Ohio. Clearstead; Hartland & Co., LLC is a financial advisory business based in Cleveland, OH. The firm has offices in four locations and a total of 126 employees. It controls $10 billion in assets between its 5,102 client accounts, making it one of the largest investment advisory firms in the country by assets under management. Of its 5,102 accounts, 51% belong to high-net-worth clients who have greater than $1 million in investable assets. The business has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and other services. Fees for financial management usually are based on which services the firm provides the client. However, fees billed by Clearstead; Hartland & Co., LLC may include some blend of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Clearstead; Hartland & Co., LLC Brokerage Details
$10,227,847,468
126
5,102
$2,004,674
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Other
Matthew Kolenich Work History
Matthew has been registered as a financial advisor for 0 years.*
Clearstead
Usi Securities
Usi Consulting Group, Inc
Usi Advisors, Inc
Kestra Financial Services, Inc
Nfp Securities Inc
Chapman & Chapman Advisors LLC
Chapman & Chapman, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Matthew Kolenich to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Clearstead; Hartland & Co., LLC
Beachwood, OH
Cleveland, OH
Beachwood, OH
Beachwood, OH
Beachwood, OH
Cleveland, OH
Cleveland, OH
Portland, ME
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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